Screener
FSTA vs SZK
Fidelity MSCI Consumer Staples Index ETF vs ProShares UltraShort Consumer Staples
Key differences
Both FSTA and SZK are equity ETFs. FSTA charges 0.08% a year and SZK 0.95%. The main difference: FSTA follows a index tracking strategy; SZK uses inverse.
- FSTA follows a index tracking strategy; SZK uses inverse.
- FSTA costs 0.87% less per year.
- FSTA is much larger than SZK. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FSTA has delivered higher annualized returns.
- SZK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FSTA | SZK | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.95% |
| Fund size (AUM) | $1.4B | $5M |
| Since | 2013 | 2007 |
| Dividend yield | 2.23% | 2.70% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | inverse |
| CAGR 1Y | +7.7% | -9.0% |
| CAGR 3Y | +9.3% | -8.0% |
| CAGR 5Y | +6.8% | -5.0% |
| Sharpe 3Y | 0.50 | -0.37 |
| Volatility 1Y | 12.58% | 25.59% |
| Max drawdown | -25.13% | -86.79% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.